Newsletter

Blueprint: Norges Bank’s Kallevig’s next career move, KKR’s new real estate strategy, AIA and GLP’s global tie-up

Norges Bank’s Kallevig’s new co-investment role at Prologis, KKR’s expansion into net-lease real estate space following WP Carey hires, AIA dials up exposure to logistics sector, and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Brookfield and Blackstone in large US student housing investments, Starwood increases offer for Monmouth REIT, Digital Bridge exits last hotel

Brookfield and Blackstone jostle for US student housing market share, Starwood Capital and Equity Commonwealth continue fighting for logistics REIT Monmouth Real Estate, Digital Bridge exits final legacy hotel and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: behind Brookfield’s hot start for BSREP IV, ESR’s next big move in APAC logistics, Ares’ real estate bounceback

Brookfield’s hot fundraising start for its most ambitious fund yet; ESR’s billion-dollar platform for Chinese logistics; Ares’ real estate equity business bounces back in a big way; the great movie studio roll-up continues; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: ESR, ARA team up to take on the future; Blackstone’s acquisition streak continues; PSP, Cadillac Fairview are UK-bound

ESR acquires ARA with an eye toward logistics, data center dominance; Blackstone scoops up another industrial platform; PSP doubles down on UK build-to-rent and brings Cadillac Fairview along for the ride; KKR climbs the fundraising ranks; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Alan Yang’s spinout makes a fundraising splash, Blackstone rolls out red carpet for studio projects, Carlyle nears $8bn for CRP IX

GLP Capital Partners closes its debut US logistics fund on $2.3 billion; Blackstone and Hudson Pacific announce a pair of movie studio development projects; Carlyle zooms past the target for its ninth US real estate opportunity fund; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Starwood is not backing down from Monmouth bid, Partners goes big on Aussie hotels, Gaw grows data center footprint

Starwood is not backing down from its latest buyout target; Partners Group sets a record Down Under; Gaw expands data center investment beyond China; Bain grows its presence in Poland; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: AIG’s big affordable housing exit; GIC’s massive bet on US offices; Brookfield goes digital in India

AIG sells a giant US housing portfolio; GIC and partners plow $1bn into US offices; Brookfield teams up again with Digital Realty; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: GLP closes in on $3bn Japan fund, another shakeup for Lone Star, Cerberus nabs a ‘Jaguar’

GLP doubles its Japanese logistics platform in just one year; Lone Star reshuffles its leadership (again); Cerberus acquires Spain’s biggest distressed portfolio of the covid era; and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Blackstone’s $3.89bn Vegas deal, Warburg Pincus’s $2.3bn China platform investment, APG sells half-share in Spanish residential firm, NPS plots future strategy

Blackstone buys two more Vegas hotels from MGM Resorts; Warburg Pincus commits to $2.3 billion China platform; APG’s half-stake sale of Spanish residential firm to AwareSuper; NPS’s Scott Kim speaks exclusively to PERE and more in today’s briefing, exclusively for our valued subscribers.

Blueprint: Macquarie’s global fundraising aspirations, Blackstone’s new approach to single-family rentals, Bridge’s upcoming IPO

Macquarie readies to take opportunistic funds global; Blackstone makes its return to single-family rentals, albeit with one major change; another large private manager sets its sights on the public markets; and more in today’s briefing, exclusively for our valued subscribers.